# EVERGREEN INVESTMENT MANAGEMENT CO., LLC

EVERGREEN INVESTMENT MANAGEMENT CO., LLC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 104594
- Type: SEC-registered investment adviser
- SEC file number: 801-8327
- Location: 200 BERKELEY STREET, BOSTON, MA, 02116
- Phone: (617) 210-3200
- Latest filing: 2010-04-09
- Regulatory AUM: $96.3B
- Discretionary AUM: $96.1B
- Non-discretionary AUM: $172.3M
- Clients: 501
- Accounts: 339

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| MUNN WILLIAM DOUGLAS | CHIEF OPERATING OFFICER, DIRECTOR; DIRECTOR; GLOBAL HEAD OF OPERATIONS & TECHNOLOGY | — |
| FERRO DENNIS HENRY | PRESIDENT; PRESIDENT & CHIEF INVESTMENT OFFICER; PRESIDENT, CHIEF INVESTMENT OFFICER, DIRECTOR (+1 more) | — |
| GERSHEN RICHARD SCOTT | CHIEF OPERATING OFFICER, DIRECTOR; DIRECTOR; EXECUTIVE MANAGING DIRECTOR (+1 more) | — |
| KOONCE MICHAEL HOWARD | SECRETARY, CHIEF LEGAL OFFICER | — |
| LAPPLE BARBARA ANN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER-CHARLOTTE | — |
| CONKEY CHRISTOPHER PAUL | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER, EXECUTIVE MANAGING DIRECTOR; EMD & CIO - BOSTON (+1 more) | — |
| MOSS MATTHEW CHARLES | CHIEF FINANCIAL OFFICER | — |
| GERMANY JAMES DAVID | CHIEF INVESTMENT OFFICER; GLOBAL CHIEF INVESTMENT OFFICER | — |
| HOOPS THOMAS KARL | GLOBAL CHIEF OPERATING OFFICER | — |
| MCMULLEN DONALD ANDREW | DIRECTOR | — |
| ENNIS WILLIAM MICHAEL | DIRECTOR | — |
| ANGELOS JAMES FRANK | CHIEF COMPLIANCE OFFICER, SVP; CHIEF COMPLIANCE OFFICER, SVP-BOSTON; CHIEF MUTUAL FUND COMPLIANCE OFFICER, SVP-BOSTON | — |
| LEDFORD JEAN CAROL | EMD & CHIEF EXECUTIVE - WHITE PLAINS; SENIOR VICE PRESIDENT | — |
| TRICKETT THOMAS WILLIAM | CHIEF FINANCIAL OFFICER | — |
| UTANO JAIME H | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104594/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104594/similar
- Related entities: https://search.stillhousedata.com/firm/104594/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104594

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.